MAI Capital Management’s State Street SPDR Dow Jones International Real Estate ETF RWX Stock Holding History

MAI Capital Management’s Portfolio RWX Stock Details RWX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.9K	Hold	109	–	–	﹤0.01%	3774
2025 Q4	$3.05K	Hold	109	–	–	﹤0.01%	3301
2025 Q3	$3.03K	Buy	109 +93	+581%	+$2.56K	﹤0.01%	3197
2025 Q2	$439	Hold	16	–	–	﹤0.01%	3785
2025 Q1	$392	Hold	16	–	–	﹤0.01%	3260
2024 Q4	$369	Buy	+16	New	+$398	﹤0.01%	3325
2016 Q1	–	Sell	-7,156	Closed	-$280K	–	441
2015 Q4	$280K	Sell	7,156 -838	-10%	-$33.8K	0.02%	336
2015 Q3	$314K	Sell	7,994 -88,506	-92%	-$3.61M	0.02%	338
2015 Q2	$4.04M	Sell	96,500 -1,238	-1%	-$54.4K	0.27%	100
2015 Q1	$4.23M	Buy	97,738 +43,358	+80%	+$1.89M	0.28%	92
2014 Q4	$2.26M	Buy	+54,380	New	+$2.28M	0.16%	128

Other funds holding RWX

Osborne Partners Capital Management San Francisco, California $1.89B AUM 16.21% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Baker Avenue Asset Management San Francisco, California $4.43B AUM 26.6% 1-Year Est. Return

Susquehanna International Group

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AWM Capital Phoenix, Arizona $1.1B AUM 15.03% 1-Year Est. Return

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Idaho Trust Bank Boise, Idaho $308M AUM 14.24% 1-Year Est. Return